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CardMinder ™ User’s Guide P3PC-1562-01ENZ0.
CardMinder User’s Guide i INTRODUCTION ■ About This Manual This document describes the use of CardMind er , a business card scanning application. 1) About CardMinder (A quick look at Card Minder) .
CardMinder User’s Guide ii Screen Examples In This Manual The screen examples in this ma nual are subject to change without notic e in the interest of product improvement. The screenshots used in the examples in this m anual were taken with W indows XP .
CardMinder User’s Guide iii ■ T rademarks ScanSnap and CardMind er are trademarks of PFU LIMITED. Microsoft and W indows are either registered trademarks or trademarks of Microsoft Corporation of the Un ited States and/or other countries.
CardMinder User’s Guide iv Multilingual OCR by I.R.I.S.(Image Recognition I ntegrated Systems) 1997 Copyright by I.R.I.S., All rights reserved The Proximity / Merriam W ebster Linguibase Copyright 1984 All rights reserved Proximity T echnology Inc. Copyright 1984 All rights reserved Merriam W ebster Inc.
CardMinder User’s Gu ide v CONTENTS INTRODUCTION .............................. .............................................................. i ■ About This Manual ... .............................................................. i ■ Note, Liability .
CardMinder User’s Guide vi 4.2 Deleting data from the [I nbox] / [Exported] tab ............. 31 4.3 Restoring data from th e [Trash] tab ................................ 32 4.4 Deleting data from th e [Trash] tab .................................. 34 4.
CardMinder User’s Guide vii Chapter 7 Updating CardMi nder Online ................................ 69 Chapter 8 Troubleshoo ting .................................................... 72 INDEX ..........................................................
1 CardMinder User’s Guide 1 Chapter 1 About CardMinder This chapter describes the features and basic op erations of CardMind er TM . 1.1 About CardMinder.................................................................................... ...........
1.1 About CardMinder CardMinder User’s Guide 2 About CardMinder 1 1.1 About CardMinder CardMinder is a business card scann ing application for image scanners. CardMinder provides quick scanning, image recogni tion and data base storage solution for all your office scanning needs.
1.1 About CardMinder CardMinder User’s Guide 3 About CardMinder 1 ■ System Requirements CardMinder runs on the system of the following environment: Computer: • Intel Pentium II 450MHz or higher .
1.1 About CardMinder CardMinder User’s Guide 4 About CardMinder 1 HINT To save the data of one business card (Duple x, Color, and Best image quality scanning), 250K bytes of disk space is required. Estimate the total amount of necessar y disk space according to the numbe r of business cards you are to scan.
1.2 Features of CardMinder CardMinder User’s Guide 5 About CardMinder 1 1.2 Features of CardMinder The features of CardMinder are as follows: • Scan one or both sides of the busines s cards just at the touch of th e button on the scanner. (ScanSnap).
1.3 Operation Flow CardMinder User’s Guide 6 About CardMinder 1 1.3 Operation Flow You can operate CardMinder by doing the following: Selecting (S ee Chap ter 2) • An application to which th e data is ex ported. Scanning and reco gnizing a busi ness card (Se e Section 3.
1.3 Operation Flow CardMinder User’s Guide 7 About CardMinder 1 Recognizing the data anew (Se e Chapter 5) 1. Select [Tool] on the menu bar -> [Re cognition Language], or click [ ] on the right side of the [Recognition] button and then select a lan- guage to use from the list.
1.3 Operation Flow CardMinder User’s Guide 8 About CardMinder 1 Displaying the Web browser (SeeSection 4.11 ) 1. Select the data on the [Inbox] tab, the [Exported] tab, the [Trash] tab, or the [Mobile] tab. 2. Select [Tool] on the menu bar -> [We b page browse], or right-click on the data listed and select [Web page browse] from the menu.
1.4 Operation Windows CardMinder User’s Guide 9 About CardMinder 1 1.4 Operation Windows There are two types of opera tion windows in CardMinder. ■ Main window Status bar Explanat ions of the me nu bar and but- tons as well as the number of select ed business cards ar e displayed.
1.4 Operation Windows CardMinder User’s Guide 10 About CardMinder 1 Icon / Displa y Function Command toolbar Starts scanning of business card(s). With the [ ] button, you can change sc anning setti ngs (Duplex/ Simplex) and: • For ScanSnap: Y o u can set scanning qualit y (Normal/B etter/ Best).
1.4 Operation Windows CardMinder User’s Guide 11 About CardMinder 1 Image toolbar The height of the business card image is adjusted to Image Display View. The width of the business card image is adjusted to Image Display View. The height and width of the busi ness ca rd image is adjusted to the image display view.
1.4 Operation Windows CardMinder User’s Guide 12 About CardMinder 1 ■ CardMinder Viewer You can open this screen by doing any one of the following: • Search words in another application su ch as Micros oft Notepad an d so on. • From the [Start] menu on th e Desktop, select [All Progra ms] -> [CardMinder V3.
1.4 Operation Windows CardMinder User’s Guide 13 About CardMinder 1 Icon / Display Function Image toolbar Displays or hides the Data List View . Moves an image of a business card, dragging the image. The image size is enla rged so that the clicked point becomes th e cen- ter of the expansion.
1.5 User Authority CardMinder User’s Guide 14 About CardMinder 1 1.5 User Authority The user authority to use CardMinder is as follows: • If your operating system is Microsoft® Win dows® 2000 Pr.
2 CardMinder User’s Guide 15 Chapter 2 Configuration Before Scanning This chapter describes how to select a PIM application used with CardMinder. For information about how to c onfigure advanced settings for Ca rdMinder, refer to Chapter 6. 1. From the [Start] menu on the desktop, select [All Programs] -> [CardMinder V3.
3 CardMinder User’s Guide 16 Chapter 3 Scanning and Exporting Business Card Dat a This chapter describes the procedure for scanning business cards with a scanner. There are two ways of scanning; they are, Fl atbed scanning and AD F (Auto Document Feeder) scanning.
3.1 How to Scan Business Cards CardMinder User’s Guide 17 Scanning and Expor ting Business Card Data 3 3.1 How to Scan Business Cards This section describes the business card scanning using the follo wing methods: • Flatbed • ADF (Automatic Document Feeder) ■ Scanning with the Flatbed 1.
3.1 How to Scan Business Cards CardMinder User’s Guide 18 Scanning and Expor ting Business Card Data 3 3. If you are scanning multiple cards per scan, spread out dark-colored paper, and place it over the business cards. Use dark-colored paper that covers the entire glass surface of the document bed.
3.1 How to Scan Business Cards CardMinder User’s Guide 19 Scanning and Expor ting Business Card Data 3 6. For TWAIN scanners , click the [Select Scanner] butto n. 7. Select the scanner to use, and then click the [Select] button. 8. For the "Scanner type," select "Flatb ed.
3.1 How to Scan Business Cards CardMinder User’s Guide 20 Scanning and Expor ting Business Card Data 3 10. For the "Capturing Side /Color Mode/Resolution," specify the scanning settings. 11. When the configuration is finished, click the [OK] button to close the [Scanner set- tings] window.
3.1 How to Scan Business Cards CardMinder User’s Guide 21 Scanning and Expor ting Business Card Data 3 ■ Scanning with the ADF (Aut omatic Document Feeder) 1. Load a business card onto the scanner. (To scan multiple cards, stack the cards together and load them.
3.1 How to Scan Business Cards CardMinder User’s Guide 22 Scanning and Expor ting Business Card Data 3 3. For TWAIN scanners , click the [Select Scanner] butto n. For Scansnap , this step is not required. Go to step 5 . 4. Select the scanner to be used, and click the [Select] but ton.
3.1 How to Scan Business Cards CardMinder User’s Guide 23 Scanning and Expor ting Business Card Data 3 6. At "Capturing Side/Color Mode/Resolution," specify the sca nning settings. 7. When the configuration is finished, click the [OK] button to close the [Scanner set- tings] window.
3.1 How to Scan Business Cards CardMinder User’s Guide 24 Scanning and Expor ting Business Card Data 3 ⇒ When the scanning is complete d, the scanned images of the business cards are dis played on the [Inbox] tab of the main screen. ATTENTION You may see th e scanner driver dialog box (TWAIN dialog box) when scanning business cards.
3.2 Exporting to As sociated Application CardMinder User’s Guide 25 Scanning and Expor ting Business Card Data 3 3.2 Exporting to Associated Application This section describes ho w to export da ta to another application linked with. 1. When scanning is completed, the [Inbox] t ab is displayed in the Main window.
3.2 Exporting to As sociated Application CardMinder User’s Guide 26 Scanning and Expor ting Business Card Data 3 2. Select the business card data you wish t o export. Select multiple records by fo llowing the procedures below. - If they are contiguous and you want to add them at one time: Select the records, while ho lding down the [Shift] key.
3.2 Exporting to As sociated Application CardMinder User’s Guide 27 Scanning and Expor ting Business Card Data 3 HINT • Data can also be exported by selecting [File] on the menu bar -> [Export]. • The set Expo rt items of displayed item s in the Recognized data area (except [Memo] and [Save date]) are exported to the linked application.
4 CardMinder User’s Guide 28 Chapter 4 Business Card Dat a Handling This chapter describes how to search, delete, re store and extract data items from a business card. 4.1 Data search by hot k ey ............ ........................................
4.1 Data search by hot key CardMinder User’s Guide 29 Business Card Data Handling 4 4.1 Data search by hot key With CardMinder, you can search business card da ta including a character string on other applica- tion (such as Microsof t Notepad) windows.
4.1 Data search by hot key CardMinder User’s Guide 30 Business Card Data Handling 4 HINT • Default setting for the hot ke y is Alt+F3. If you want to change the hot key , refer to Section 6.1. • By default, even when there is no matching character strings, "CardMinder Viewer" will be activated.
4.2 Deleting data from t he [Inbox] / [Exported] tab CardMinder User’s Guide 31 Business Card Data Handling 4 4.2 Deleting data from the [Inbox] / [Exported] tab To delete unnecessary business card data from the [Inbox] or [Exported] ta b, follow the following procedures.
4.3 Restoring data fr om the [Trash] tab CardMinder User’s Guide 32 Business Card Data Handling 4 4.3 Restoring data from the [Trash] tab To restore the data from the [Trash] tab, follow the following procedures. Restored data will be returned to their original location on the [Inbox] tab or the [Exported] tab.
4.3 Restoring data fr om the [Trash] tab CardMinder User’s Guide 33 Business Card Data Handling 4 ⇒ The selected data moves from the [Trash] tab to the [Inbox] or [Exported] tab. HINT Otherwise, right-click on the selected dat a and select [Undo] from the menu to restore the selected data.
4.4 Deleting data fr om the [Trash] tab CardMinder User’s Guide 34 Business Card Data Handling 4 4.4 Deleting data from the [Trash] tab To permanently delete data from the [Trash] tab, follow the proced ure given below. The da ta is permanently deleted and cannot be restored by the procedure described in Section 4.
4.4 Deleting data fr om the [Trash] tab CardMinder User’s Guide 35 Business Card Data Handling 4 3. Select [Edit] on the menu bar, and the n select [Delete]. 4. A confirmation message appears. Click on th e [Yes] button. ⇒ Selected data in the [Trash] tab is deleted from the CardMinder database.
4.5 Deleting data from the [Mobile] tab CardMinder User’s Guide 36 Business Card Data Handling 4 4.5 Deleting data from the [Mobile] tab If you want to delete unnecessary business card data in the [Mobile] tab, follow the following pro- cedures to delete them.
4.5 Deleting data from the [Mobile] tab CardMinder User’s Guide 37 Business Card Data Handling 4 3. Select [Edit] on the menu bar -> [De lete]. ⇒ The selected data is dele ted from the [Mobile] tab. HINT You can also delete da ta as follows: • Press the [Delete] key on your keyboard.
4.6 Extracting the bus iness card image data CardMinder User’s Guide 38 Business Card Data Handling 4 4.6 Extracting the business card image data Business card images scanned with CardMinder are stored as the PDF files, and there fore, you can extract them to attach to e-mail as follows: 1.
4.6 Extracting the bus iness card image data CardMinder User’s Guide 39 Business Card Data Handling 4 3. You can attach the PDF file(s) (image data ) to your e-mail using your mailing soft- ware. HINT • If the both sides of the business card are disp layed, only one side can be dragged at a time.
4.7 Data search by keyword in put CardMinder User’s Guide 40 Business Card Data Handling 4 4.7 Data search by keyword input With CardMinder or CardMinder Viewer, you can search business card data by entering a keyword(s) using the procedure give n below.
4.7 Data search by keyword in put CardMinder User’s Guide 41 Business Card Data Handling 4 ■ Searching business card da ta in CardMinder Viewer 1. Open CardMinder Viewer, enter a Name or a Company in the [Search Text:] box, and press the [Enter] key.
4.7 Data search by keyword in put CardMinder User’s Guide 42 Business Card Data Handling 4 HINT • Y ou can use the following charac ters in the [Find what:] box. - Y ou can use wildcard characters "*" and/or "?" - Y ou can do AND-sear ch by using one-byte space instead of "AND.
4.8 Attaching related files to the business card data CardMinder User’s Guide 43 Business Card Data Handling 4 4.8 Attaching related files to the business card data You can attach files to the busi ness card da ta using CardMinder. For example, mark a business card reco rd by attaching photos or profiles.
4.8 Attaching related files to the business card data CardMinder User’s Guide 44 Business Card Data Handling 4 3. Select a file to attach and then click the [Open] button.
4.8 Attaching related files to the business card data CardMinder User’s Guide 45 Business Card Data Handling 4 ■ Opening the attached file Double click the icon of the a ttached file on Attachment View. ⇒ The application linked to the file starts runn ing automatically and th e file will be opened.
4.8 Attaching related files to the business card data CardMinder User’s Guide 46 Business Card Data Handling 4 ■ Deleting the attached file 1. Select the file to be deleted on th e Attachment View. 2. From the [Edit] menu, select [Attached file] -> [Delete], or right-click on the file in the Attachment View and then select [Delete].
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 47 Business Card Data Handling 4 4.9 Viewing the business card data on other PCs You can copy the business card data and the viewer software to a removable media for viewing or searching on other personal computers.
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 48 Business Card Data Handling 4 ■ Copying the business card data t o removable media 1. Start CardMinder and select the [Mobile ] tab. 2. Set the removable media to your perso nal computer.
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 49 Business Card Data Handling 4 ⇒ The [Mobile linkage setting] window appears. 4. Configure the settings on the [Mob ile linkage setting] window. Target data: Select [Entire data], [I nbox], [Exported], or [M obile], where the data y ou want to select is stored.
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 50 Business Card Data Handling 4 Free disk space: Indicates free sp ace in the removable media in the selected drive.
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 51 Business Card Data Handling 4 ■ Utilizing the business card data on removable media 1. Connect the removable media to a personal computer. 2. From the [Start] menu, select [My Compu ter].
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 52 Business Card Data Handling 4 5. Enter keywords in [Search text:] to start searching b usiness card data. ⇒ The business cards will be displayed as search results. Icon / Displa y Function Image toolbar Displays or hides the Data List View .
4.9 Viewing the busine ss card data on other PCs CardMinder User’s Guide 53 Business Card Data Handling 4 ■ Deleting data from removable me dia 1. Connect the removable media to a personal computer. 2. From the [Start] menu, select [My Compu ter].
4.10 Sending e-mail CardMinder User’s Guide 54 Business Card Data Handling 4 4.10 Sending e-mail If a e-mail address is written on the business card scanned with CardMinder , you can send e-mail to that address. Follow the procedure below to send e-mail.
4.11 Activating Web Browser CardMinder User’s Guide 55 Business Card Data Handling 4 4.11 Activating Web Browser If URL (Uniform Resource Locator) or the web site address is written on the business card scanned with CardMinder, you can conn ect to the URL with the Web browser.
CardMinder User’s Guide 56 5 Chapter 5 Correction of Recognized Character Dat a As the recognition cannot be perfect for all business cards, corre ctions may be needed for some recognized data. This chap ter describes how to correct the recognition results.
5.1 Selection of language CardMinder User’s Guide 57 Correction of Recogn iz ed Character Data 5 5.1 Selection of language The character recognition function of CardMinder supports Englis h, German, Fren ch, Italian, Spanish, Chinese (Simplifie d/Traditional) and Japanese.
5.2 Recognition of a ll characters at once CardMinder User’s Guide 58 Correction of Recogn iz ed Character Data 5 5.2 Recognition of all characters at once The data in the [Inbox] and [Exported] tabs can be corrected using the same method. Correction of the data from the [Inbox] is described below.
5.3 Recognition using Rectangle Selection CardMinder User’s Guide 59 Correction of Recogn iz ed Character Data 5 5.3 Recognition using Rectangle Selection The data in both the [Inbox] and [Exported] tabs can be corrected using this same method. 1. Select the items that you wish to recognize from the [Inbox] tab.
5.3 Recognition using Rectangle Selection CardMinder User’s Guide 60 Correction of Recogn iz ed Character Data 5 3. Click the [Recognition] button on the to olbar. ⇒ All characters of the selected area are recogn ized. Old recognition data is replaced with the new data .
5.4 Keyword Recognition usi ng Rectangle Area Selection CardMinder User’s Guide 61 Correction of Recogn iz ed Character Data 5 5.4 Keyword Recognition using Rectangle Area Selection This section describes the recognition of se lected keywords using a rectangle ar ea.
5.4 Keyword Recognition usi ng Rectangle Area Selection CardMinder User’s Guide 62 Correction of Recogn iz ed Character Data 5 3. Click the [Company] button located in the lower area of the Main window. ⇒ The recognized data is reflected to the sel ected item.
5.5 Data Correction by Manual Entry CardMinder User’s Guide 63 Correction of Recogn iz ed Character Data 5 5.5 Data Correction by Manual Entry The data in the [Inbox] and [Exported] tabs can be corre cted using the sa me method. Data correc- tion for the [Inbox] tab is described in this example.
6 CardMinder User’s Guide 64 Chapter 6 Setting Preferences This chapter describes how to set CardMinder preferences. 6.1 General settings of CardMi nder ............................. ............................................. 65 6.2 Export item settings .
6.1 General setti ngs of CardMinder CardMinder User’s Guide 65 Setting Pref erences 6 6.1 General settings of CardMinder The general settings of CardMinder desc ribed in this chap ter are as follows: • Action when image scan complete • CardMinder V iewer • Database file (specifying the database file of CardMinder) 1.
6.1 General setti ngs of CardMinder CardMinder User’s Guide 66 Setting Pref erences 6 • Export Business Card dat a automatically The recognized data is added to the database of CardMinder, and, at the same time, Card- Minder is linked with another application to which data is exported.
6.1 General setti ngs of CardMinder CardMinder User’s Guide 67 Setting Pref erences 6 HINT • T o make a backup copy o f the database in CardMinder , exit CardMinder and then copy the following file and folder to the fo lder designated to store the "Dat abase file" as described above.
6.2 Export item settings CardMinder User’s Guide 68 Setting Pref erences 6 6.2 Export item settings The Export item settings described in this se ction are linked with the following settings.
7 CardMinder User’s Guide 69 Chapter 7 Updating CardMinder Online In this chapter, how to update CardMinder online is described. In an effort to improve the us ability and functionality of CardMi nder, program updates are carried out timely.
CardMinder User’s Guide 70 Updating CardMinder Online 7 2. Click the [Yes] button. ⇒ If the latest Update program is ava ilable, a message window that asks you whether you want to download and install the program online appears. 3. Click the [Yes] button.
CardMinder User’s Guide 71 Updating CardMinder Online 7 4. Click the [Install] button. . ⇒ Installation starts, and the “Welcome to In stallShield Wizard for CardMinder” window appears. Follow the instructions on the screen to install. HINT When you c lick the [Inf ormation] b utton, Mi crosoft Internet Explorer 5.
8 CardMinder User’s Guide 72 Chapter 8 T roubleshooting This chapter describes the troubleshooting. No Phenomena Recommenda tion 1 Scanning does not start ⇒ Check the following items When using ScanSnap • Is ScanSnap Manager installed cor rectly? Refer to Getting Started of ScanSnap and install the ScanSnap Mana ger correct ly.
CardMinder User’s Guide 73 T r oubleshooting 8 3 The image is scanned, but Full Name or Company does not appea r or appear incorrectly on the Main window. ⇒ Check the following items. • Is the image of the characters aligned horizontally? If not, correct the direction of th e business card image by pressing , and press on the toolbar.
CardMinder User’s Guide 74 T r oubleshooting 8 7 Characters on the scanned business card is not text- recognized correctly. ⇒ Verify the following: • Aren’t many handwritte n characters on the card? If there are many ha ndwritten ch aracters on the card, the card is prone to incorrect recogniti on.
CardMinder User’s Guide 75 INDEX A Action when image scan complete ......... 65 Add selection ........... .. 26 , 31 , 32 , 43 , 57 , 58 Alt+F3 ...................................................... 30 Application .......................... ........
CardMinder User’s Guide 76 Inbox ....................................................... 11 K Keyword .................................................... 5 M Main window ............................................. 9 Mobile linkage setting .......
z The contents of this manual are subject to change without notice. z PFU LIMITED assumes no liability for incidental or consequential damages arising from t he use of this Product, and any claims by a third party.
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